Get Higher Education Employees Plan 3 Investment Program Form

Filling out the Higher Education Employees Plan 3 Investment Program Form online is an important step for eligible employees of higher education institutions. This guide offers clear and supportive instructions to help users navigate the online form effectively.

Follow the steps to complete your form accurately and efficiently.

1. Click the ‘Get Form’ button to access the form and open it in your preferred digital format.
2. Begin by reviewing the purpose of the form, which is for employees eligible for the Plan 3 retirement option. Ensure you understand the distinction between TRS Plan 3 and PERS Plan 3 based on your faculty status.
3. Select your desired contribution rate by placing a check mark in the box corresponding to the option you choose. Be mindful to select the rate that aligns with your age group and employment status.
4. Choose your investment program by marking the box next to either the Washington State Investment Board (WSIB) Investment Program or the Self‐Directed Investment Program. If opting for the latter, be prepared to make specific choices regarding your investment strategies.
5. In the member signature section, ensure you sign the form to validate your choices. Enter the date, your printed name, and your employee ID number accurately.
6. Review all entries for accuracy. Once confirmed, you can save your changes, download the completed form, print it out, or share it as needed.
7. After finalizing the form, submit it to your employer’s benefits office as directed.

Complete your Higher Education Employees Plan 3 Investment Program Form online today to ensure your retirement planning is on track.